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Nonprofiteer
← FIDELIS

Form 990 for tax year 2023

Filed by FIDELIS.

Totals

Total revenue
$4,521,776
Total expenses
$5,782,455
Contributions and grants received
$4,516,028
Grants paid
$0
Program services expenses (Part IX)
$3,844,997
Management and general expenses
$727,772
Fundraising expenses
$1,209,686
Program service expenses (Part III)
$3,844,997

Program services were 66.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRIAN BURCH

    PRESIDENT

    Total calculated
    $235,870
    From this org
    $229,000
    From related orgs
    $0
    Other
    $6,870
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $214,000
    Bonus
    $15,000
    Other
    $0
    Deferred
    $6,870
    Nontaxable benefits
    $0
    Filer's total
    $235,870
  • THOMAS M DILLON ESQ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • ANN LONGON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • PATRICK GILLEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5 + 5 related
  • MARK HOLTERMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • PATRICK RAINEY

    BOARD MEMBER

    Total calculated
    $28,000
    From this org
    $0
    From related orgs
    $28,000
    Other
    $0
    Hours/week
    1 + 1 related
  • LAURA COLEMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • DAVE FEAVEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • DWIGHT SAATHOFF

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • DAVE GRABOSKY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • JOHN SHERMAN

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $229,630
    From this org
    $109,656
    From related orgs
    $109,656
    Other
    $10,318
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $79,656 + $79,656 related
    Bonus
    $30,000 + $30,000 related
    Other
    $0
    Deferred
    $5,109 + $5,209 related
    Nontaxable benefits
    $0
    Filer's total
    $114,765 + $114,865 related
  • JOSHUA MERCER

    VICE PRESIDENT, PROGRAMS

    Total calculated
    $189,910
    From this org
    $92,500
    From related orgs
    $92,500
    Other
    $4,910
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $80,000 + $80,000 related
    Bonus
    $12,500 + $12,500 related
    Other
    $0
    Deferred
    $2,455 + $2,455 related
    Nontaxable benefits
    $0
    Filer's total
    $94,955 + $94,955 related
  • SARAH CHASTAIN

    DIRECTOR OF MARKETING SERV

    Total calculated
    $114,032
    From this org
    $104,875
    From related orgs
    $0
    Other
    $9,157
    Hours/week
    40
  • JASON STERN

    GIFT OFFICER

    Total calculated
    $117,516
    From this org
    $57,500
    From related orgs
    $57,500
    Other
    $2,516
    Hours/week
    25 + 25 related
  • JONATHAN KEARNEY

    DATA SYSTEMS MANAGER

    Total calculated
    $130,950
    From this org
    $60,375
    From related orgs
    $60,375
    Other
    $10,200
    Hours/week
    25 + 25 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1B
FIDELIS ISSUED A W-2 FOR ITS PRESIDENT, BRIAN BURCH, FOR COMPENSATION EARNED BY FIDELIS. BASED ON HOURS PER WEEK WORKED FOR RELTED ENTIY, FIDELIS CENTER FOR LAW AND POLICY, 50% OF THE TOTAL W-2 AMOUNT OF $229,000 WAS ALLOCATED TO FIDELIS CENTER FOR LAW AND POLICY OR $114,500.
PART I, LINE 7
BRIAN BURCH, PRESIDENT RECEIVED A BONUS IN 2023 OF $30,000 BASED ON PERFORMANCE. $15,000 OF THE BONUS WAS ALLOCATED TO THE RELATED ORGANIZATION, FIDELIS CENTER FOR LAW AND POLICY.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202413209349314741

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